External asset managers and their advisors can now participate at Fintelligence’s SAAM-accredited e-learning programs and earn credit points. By doing … read more
With Fintelligence as a training and certification partner, VP Bank has successfully certified its client advisors according to the SAQ … read more
The ‚Resource Resilience for Client Advisors‘ training program develops the skills and abilities of client advisors in a targeted and … read more
In light of the introduction of FinSA and FinIA, financial service providers and their employees face new challenges. Targeted profiling … read more
Fintelligence offers E-Learning modules covering key topics of AML and Bank Compliance for employees at banks and asset management companies. … read more
Fintelligence offers you an efficient and attractive way to recertify your SAQ Certificate ‘Client Advisory Bank’: you will get access … read more
Over the past 15 months, Zuger Kantonalbank has successfully certified its client advisors with Fintelligence as a training and certification … read more
Private banking has been undergoing fundamental changes for quite some time. New consulting and pricing models are being introduced, while digitization redefines customer contacts, … read more
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